Updated almost 10 years ago by Jon Goldberg

Exporting Salsa for CiviCRM¶

When logged in as a Manager, "Query/Export" will give you a full export of contact data. There's a "Select My Entire List" button. There's also an "include my deleted supporters" checkbox, which you may want to check (but probably not). This will NOT get you groups/tags.

Exporting Data not on the Contact Entity¶

You need to get to custom reports. If you have the Reports tab, great; if not, you can get there by clicking "Supporter Management" tab, then "Built-in Reports", then "Clone and Edit" a report, then select "List Your Custom Reports". Or go straight here: https://hq-org.salsalabs.com/dia/hq/reports/list.jsp?table=report

Important: When selecting foreign keys (e.g. "Supporter KEY") from the Columns tab, be sure to give a custom label. This will cause the key to display correctly, instead of giving a link to the supporter's record.

Groups¶

• Create a new report.
• Select the type of report you would like to create: Standard report
• Use "Advanced Object Chooser".
• Report "Supporter Groups", then "Groups". Press "Save".
• Select the "Columns" tab and select your columns. I like just "Supporter Key" and "Group Name".
• In Conditions, "Group Name" should be "Not Empty".
• Save, Run the report.
• Click the "Export" link.

Tags¶

• Create a new report.
• Select the type of report you would like to create: Standard report
• Use "Advanced Object Chooser".
• Report on "Tags", then "Tags Data", then "Database Table". Press "Save".
• Select the "Columns" tab and select your columns. I like just "Tag" and "Table Key".
  • "Table Key" is the Supporter Key. It's similar to "entity_id" in CiviCRM.
• In "Conditions", "Table Name" should equal "supporter".
• Add another condition: "Tag.Tag" is "Not Empty".
• Save, Run the report.
• Click the "Export" link.

Events¶

As above, but no conditions, and report on the "Event" table. If you're only importing legacy events, this is a good list of easy fields to import:
Event KEY
Reference Name
Event Name
Description
Start
End
Deadline
Maximum Attendees

Participants¶

As above. Report on tables "Supporter Event", then "Event". Note that there are a lot of tables that look like "Supporter Event", like "Supporterevent" and "Supporter Events"!

Note that if you're matching on a unique field from "Events", you can just export "Supporter Event" and not the "Event" table.
Here are the fields I exported and what I matched them to:
Supporter KEY external_identifier
Event KEY event_key
Status status
Type role
Date Created register_date

Recurring Donations¶

Export on table "Recurring Donation". Here's the field mapping:

Recurring Donation Key -> trxn_id
Supporter Key -> external_identifier
Transaction date -> create_date
Start Date -> start_date
RPREF -> invoice_id
RESULT (exclude 37, they're tests)
Amount -> amount
Pay Period -> use to remap to frequency_unit and frequency_interval
TERM -> installments
Status(?)

Note that in Salsa, there's no clear-cut way to tell whether a contact's recurring donation is still working or not - "Status" isn't a complete indicator, and thus doesn't cleanly map into Civi.

Donations¶

It's important to link the recurring donations to the donations when exporting if you need to identify the first recurring donation (e.g. to generate thank-you letters if it's a first donation and recurring).

Export on table "Donation" linked to table "Recurring Donation". You'll want these fields:

Donation.donation KEY
Donation.supporter KEY
Donation.Transaction Date(donation)
Donation.amount(donation)
Donation.Transaction Type(donation)
Donation.RESULT
Donation.First Name(donation)
Donation.Last Name(donation)
Donation.Email(donation)
Donation.Tracking Code(donation)
Donation.In Honor Name(donation)
Donation.In Honor Email(donation)
Donation.In Honor Address(donation)
Recurring donation.Transaction Date(recurring_donation)

Actions¶

Salsa has a separate table for actions, making them structurally comparable to Civi Events. A good match in Civi is the Survey entity, which is used for petitions.

Export as above. Report on table "Action".
Condition: "Reference Name" is not empty.

Note: "Description" is likely to contain HTML that breaks the export. I find it helpful to export it as the last column.

Supporter_Actions¶

Export "action" and "supporter_action" and "supporter_action_comment" in that order.
Condition: supporter_key IS NOT NULL

Here's the fields I grabbed with their mapping:
supporter_action.supporter_key
action.Reference Name
supporter_action.Date_Created
supporter_action_comment.Comment details

Chapters¶

• Create a new report.
• Select the type of report you would like to create: Standard report
• Use "Advanced Object Chooser".
• Report "Supporter Chapter", then "Chapter". Press "Save".
• Select the "Columns" tab and select your columns. I like just "Supporter KEY" and "Chapter.Name".
• In Conditions, "Chapter.Name" should be "Not Empty".
• Save, Run the report.
• Click the "Export" link.

Receive_Email field¶

Here's a TSV of how to interpret the "Receive_Email" field.

code	meaning
-24	INACTIVE: (5.1.1 User Unknown)
-26	INACTIVE: Address contains RFC spec. invalid characters / is improperly formatted
-3	INACTIVE: UNSUBSCRIBED (actively unsubscribed by user)
-30	INACTIVE (Reported as Spam): Other Blacklist (BLACKLIST)
-32	(Unknown Status)
-35	INACTIVE (Reported as Spam): Outblaze
-4	(Unknown Status)
-42	INACTIVE (Recipient Initiated Spam Report): MSN/Hotmail/WebTV
-44	INACTIVE (Recipient Initiated Spam Report): UNTI (Juno/NetZero/FreeServers)
-45	INACTIVE (Recipient Initiated Spam Report): Yahoo
-46	INACTIVE (Recipient Initiated Spam Report): Comcast.net
-47	INACTIVE (Recipient Initiated Spam Report): AOL
-48	INACTIVE (Recipient Initiated Spam Report): RoadRunner
-50	ISP Specific Bounces: AIM.com Unactivated account
-51	INACTIVE (Recipient Initiated Spam Report): Excite
-52	INACTIVE (Reported as Spam): Earthlink
-53	(Unknown Status)
-54	(Unknown Status)
-60	Bad Address/Expired address, etc (n.b.: These addresses are all @democracyinaction.org)
-9	INACTIVE: DEATH (supporter has died)
0	0 - Inactive or Unknown(not subscribed)
1	1 - Imported or unknown (subscribed)
10	ACTIVE: CONFIRMED (Double opt-in)
3	ACTIVE: CLIENT (Client has directly signed up)